2023 Form 5500 filing — St. Joseph'S Health Services, Inc. 401(K) Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014073049NAL0043775632001) for St. Joseph'S Health Services, Inc. 401(K) Plan, reported by St Josephs Community Health Services Inc under EIN 39-0929538 and plan number 001. It reports 237 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$17.4MReported net assets$17,405,534

Participants237

Provider compensation$98.1K2 Schedule C row(s)$98,140

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241014073049NAL0043775632001
Plan sponsor: St Josephs Community Health Services Inc
EIN: 39-0929538
Plan number: 001
Location: Hillsboro, WI
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$17.4M total assets

Net assets$17.4MLiabilities$0

Money in vs. money out

Total income / additions$5M

Total expenses$1.6M

Benefits paid / distributions$1.5M

Contributions

Employer$399K

Participant$813.1K

Full reported line items

Total assets (EOY): $17,405,534
Total liabilities (EOY): $0
Net assets (EOY): $17,405,534
Employer contributions: $399,004
Participant contributions: $813,111
Total income / additions: $5,041,248
Benefits paid: $1,510,749
Administrative expenses: $66,103
Total expenses: $1,579,348
Net increase / (decrease): $3,461,900

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Principal Life Insurance Company$66.1K
CONTRACT ADMINISTRATOR · Direct $66.1K · Indirect $0
2
Global Retirement Partners LLC$32K
INVESTMENT ADVISORY · Direct $0 · Indirect $32K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014073049NAL0043775632001 cover?: It is the 2023 Form 5500 filing for St. Joseph'S Health Services, Inc. 401(K) Plan, reported by St Josephs Community Health Services Inc (EIN 39-0929538).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).